Thirty-Fourth Annual Tax Symposium

---

Symposium Agenda

HELP! My [Client’s] Child is Starting College
Robert D. Kaplow

• Scholarships and Financial Aid
• Tax Credits
• Self-Funding – College Savings Plans, Education Savings Accounts, and more

Qualified Small Business Stock (“QSBS”)
David B. Deutsch and David H. Freedman

• History and legislative intent
• Requirements for QSBS qualification and tax benefits
• Planning opportunities, practical challenges and pitfalls

Roundup of Recent Tax Developments – Including OBBBA!
William E. Sigler

• New laws, cases and rulings
• Hot topics and pending legislation
• Practice pointers

Planning with Intention: Charitable Giving & IRAs
Carly R. Kolo

• What is a Qualified Charitable Distribution (QCD)?
• Give more, pay less (in taxes)
• Key errors to watch out for

The Wizard of (Q)OZ: Rural Riches and Urban Upsides in Qualified Opportunity Zones (QOZs)
Jordan Segal

• Permanent program with re-designations starting in 2026
• Enhanced tax benefits, especially for rural zones
• New reporting and compliance requirements that accountants must know

A Fiduciary Client is Different
Steven H. Malach

• Representing a POA
• Representing a Guardian/Conservator/Personal Representative
• Representing a Trustee

Tax Planning Opportunities When Buying a Franchise
Gary M. Remer

• Rollovers as Business Startups (ROBS) as a method to fund a franchise purchase
• Other alternative source of cash to fund the purchase
• Current beneficial tax provisions for franchisees

You Can’t Take it With You, but Uncle Sam Can Take His Cut – An Overview of Federal Transfer Taxes
Geoffrey N. Taylor

• Gift Tax
• Estate Tax
• Generation -Skipping Transfer Tax

It’s Time to Catch Up on the 401(k) Catch-up Contribution Rules
Charles M. Lax

• How catch-up contributions actually work
• Super catch-up contributions
• Catch-up contributions for high earners

---

Register Below: